KD
KD

Krisha Diamantopoulos

13 Years of Experience
Rochester, NY
Broker

Krisha Diamantopoulos is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

300 Linden Oaks, Suite 200, Rochester, NY, 14625

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Krisha is a partner at ADK Commercial Clean, a janitorial services company, since May 2023. She spends about 10-20% of her time on administrative, accounting/bookkeeping, business development/growth, and sales/marketing tasks.

Employment History
Current Registrations
Morgan Stanley
October 2014 - Present · 11 yrs 11 mos
Morgan StanleyBroker
May 2014 - Present · 12 yrs 4 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
April 2012 - May 2014 · 2 yrs 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.